MWM
CIO

Moran Wealth Management’s City Office REIT CIO Stock Holding History

Moran Wealth Management’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,934
Closed -$134K – 418
2023
Q4 		$134K Sell
21,934
-283
-1% -$1.73K ﹤0.01% 410
2023
Q3 		$94.4K Buy
22,217
+7,111
+47% +$30.2K ﹤0.01% 363
2023
Q2 		$84.1K Buy
+15,106
New +$84.1K ﹤0.01% 377